Property Inspect lets you manage invoicing integration settings for individual clients.
This is useful if different clients need different invoice frequencies or invoicing rules when invoices are sent to your connected invoicing software.
Looking for another Invoicing Integration guide?
This guide is part of our Invoicing Integrations collection. You may also find these helpful:
Before You Start
Before managing client-specific invoicing settings, make sure:
The Invoices feature is enabled on your Property Inspect account.
Your invoicing integration is connected.
The client has been added to Property Inspect.
The client is assigned to the relevant property or inspection.
Your main invoicing integration settings have been reviewed.
ℹ️ Client-specific settings apply when the client is assigned to the inspection. In most cases, the client is assigned to the property first and then carried through to the inspection.
How Client-Specific Invoicing Settings Work
Your main invoicing integration settings control the default invoicing behaviour for your account.
Client-specific invoicing settings let you adjust invoicing behaviour for a specific client.
For example, your default invoice frequency may be set to Individual, but one client may need invoices batched Weekly or Monthly.
When that client is assigned to an inspection, Property Inspect can use the client-specific invoicing settings for invoices linked to that client.
When To Use Client-Specific Settings
Client-specific invoicing settings are helpful when:
Different clients need different invoice frequencies.
Some clients need weekly or monthly invoice batching.
You want to manage invoicing rules by client instead of using one account-wide setting.
A client has specific billing requirements.
Manage Client-Specific Invoicing Settings
To manage invoicing settings for a client:
Go to Clients.
Open the client you want to update.
Click on the Invoices tab for the client.
Review the available invoicing options.
Update the settings needed for that client.
Save your changes.
Client Invoice Frequency Options
The Invoice Frequency setting controls how invoices are created and sent for that client.
Frequency | What This Means | When The Invoice Is Sent |
Individual | A single invoice is created for each inspection. | The invoice is sent the following day at 7am. |
Weekly | One invoice is created for the client’s inspections from the previous week. | Weekly invoices are sent every Monday at 7am. This covers the previous Monday 00:00 to Sunday 23:59. |
Monthly | One invoice is created for the client’s inspections from the previous month. | Monthly invoices are sent on the 1st of the month at 7am. This covers invoices marked Cancelled, Complete, or Closed in the previous month. |
Important Notes
Client-specific settings only apply when the client is assigned to the inspection.
If the wrong client is assigned, or no client is assigned, the expected client-specific invoice settings will not apply.
Invoices can sync when a report is marked as:
Cancelled
Complete
Closed
An invoice only syncs once.
Once it has synced, it cannot be de-synced or amended from Property Inspect.
If changes are needed after syncing, you may need to manage those changes directly in your invoicing software.
What To Check If Client-Specific Settings Do Not Apply
If the expected client-specific invoicing settings do not apply, check the following:
The Invoices feature is enabled on your Property Inspect account.
The invoicing integration is connected.
The client has been added to Property Inspect.
The correct client is assigned to the property or inspection.
The client-specific settings have been saved.
The invoice has not already synced.
The report is marked as Cancelled, Complete, or Closed.
The invoice is due to sync based on the selected invoice frequency.
What To Do Next
After setting client-specific invoicing rules, you may want to review:
The client assigned to the property
The client assigned to the inspection
The invoice frequency selected for the client
Your main account-level integration settings
Whether the invoice has already synced
ℹ️ You can also review the guide for your connected invoicing integration:
Need Help?
If client-specific invoicing settings are not applying as expected, please contact Support.
When contacting Support, please include:
The invoicing integration you are using
The client name
The property or inspection reference (URL)
The invoice you expected to sync
The invoice frequency selected for the client
Any error message shown in Property Inspect or your invoicing software
Screenshots/screen-recordings that will help show the issue.